Huge thanks to our presentation speakers and sponsors on “US Tax Reform: How it May Affect You.”
Andy Lee and Vitali V. Nazlymov of UBS (Apollo Group)
Jason J. Castelluccio and Jordan Toepel of Nuveen Asset Management
David E. Karr, CPA
Please do not hesitate to contact the Andy Lee at UBS with any questions. He will act as the person of contact for all.
andrew.b.lee@ubs.com | 301-718-5093
UBS Financial Services Inc.
7700 Wisconsin Avenue
Suite 300
Bethesda, MD 20814-3528
For a review of the event material, please see the links below:
Nuveen: Tax Reform Investment Commentary
With overwhelming positive feedback from this event, we are considering organizing a breakdown (or series) of financial planning strategies in the future with Andy’s group – if you are interested in any these or other related topics, please let us know as we take your input into consideration.
Email: arlcoms@starpower.net